Broker Check

Meet the Team
Advisors Who Take The Time To Get To Know You

Meet the financial professionals who support members through planning, investing, and life’s transitions. Our team brings experience, care, and a commitment to listening first—so every recommendation reflects your goals, priorities, and comfort level. As part of the Peak Credit Union family, we work closely with members to provide guidance that feels approachable, thoughtful, and easy to understand. 

Our Approach

Learn how we turn your goals into a personalized financial plan.

Learn More

Who We Serve

See how we support individuals, families, and professionals across many life stages and careers.

Meet Our Clients

Contact Us

Have questions or ready to get started? We’re here to help.

Get In Touch